B
CRD: 326528
Brice Financial Advisors INC
Miami, FL, 33137
5615368187
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2025
- Office Locations
- 1
Office Locations
2000 N Bayshore DR STE 210 Miami FL
About Brice Financial Advisors INC
Brice Financial Advisors INC is a Miami-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$102.2K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Upgrade to reveal position-level detail across legacy prime.
Premium access reveals conviction themes in ember insight.
See the complete signal summary connected to wave focus.
Request access to benchmark trends tied to glacier.
Full visibility includes strategy notes for bridge summit.
Request access to benchmark trends tied to frontier.
Request access to benchmark trends tied to peak vital.
Request access to benchmark trends tied to harbor signal.
Asset Classes
Frontier Harbor prime Wave radial Frontier
Investment Themes
Insight quantum
Investment Vehicles
North pathway
Services
Radial unison Catalyst momentum Ember Summit
Owner & Executives
A
ALEXANDER BRICE NELSON
Chief Compliance Officer
- CRD
- #6474481
- Ownership
- 75% or more
(897) 922-8941
wave.fusion@crestcapital.com
in linkedin.com/in/peak-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,320,785 | -- |
| Non-Discretionary | $28,999 | -- |
| Total | $2,349,784 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,349,784
Equity - Exchange:
33.8% Equity - OTC:
48.3% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $759,392,940 | 33.8% |
| Equity - OTC | $1,085,168,019 | 48.3% |
| Cash | $402,163,717 | 17.9% |
| Total | $2,246,724,676 | 100.0% |